Member Info for qwertyqwer25

also didnt get an entry at 22.5p filled so missed out on a trade too. People must have realised at an EBITDA of £50m+ for this year the share price should be closer to 50p. End of next year the EBITDA forward rate would be £125m+ assuming the price of V doesnt explode even higher so thats £1.25. Oh wait i forgot to add Brits, Mokopane and BE.

into oblivion this share. Amazed at how a company with such good prospects has got rammed this hard. I have little hope in a recovery any time soon but hope it does sort itself out.

Well we would just pay the workers more with all our huge profits. Duhhhhhhhhh. Wake up!

I was just about to post this too. Might mean we are scuppered this time but hopefully next time. When i saw the share price before the RNS i thought that we might have been facing a 3 month strike. But i guess this is AIM. A lot of new investors are heavily underwater now and panic selling. I would have expected the share to breach 30p on that RNS even with the setbacks but AIM focusses heavily on the negative news hence the price reaction.

would be at 35p at least if Q2 figures were released but Fortune has probably been told to not release them so SA government officials can fill their boots

other positive news is the the CEO's options will never pay out as the only way we go above 45p is a takeover/sale. Interested to see what COC do next as they will be making a lot less than they had hoped from this investment.

was a larger initial drop than i expected! COC would be as bad at KH for delivering shareholder value if they do not sell immediately and return at least 45p cash to shareholders. An RNS suggesting an exploratory sale of Etinde and wind down of the company would fling this back into the mid to high 30's and thats the end outcome anyway. But from these levels its clearly a strong buy

It wasn’t a disaster but this is AIM so the share price will move down to 30p probably. COC will be dumb to wait any longer and should flog the rest of Etinde and wind up the company. 45-50p would be ideal and I can reinvest the proceeds in a better country than Cameroon such as North Korea.....yep I’d rather invest in NK lol

results are public knowledge COC should hopefully just state they are trying to flog the Etinde stake to the other partners and return about 75p to shareholders. That will make the price move. Otherwise 45p at best.

Is far from a disaster but the share price will react as if WW3 has started because this is AIM. Expecting 12p levels which will be a good area to buy and a finish nearer 14p

Like 40p is a hard ceiling an will not be breached till results. I’m hoping BLVN can flog it’s remaining stake to the other partners for about $250m and wind up the company quickly to put this great investment in a terrible country to bed.

is the main goal here for me. It could be worth £1+ a share for N4P but i guess this is AIM so everyone focusses on the negatives and the recent very small failure compared the company maker than Nuvec could be. Hope you all keep selling so those with the foresight to look at the big picture can load up on the cheap. I dont care if Nigel does a 100% placing as my £1+ target becomes 50p+ which is still 6 x todays price.

I put another £10k in this on friday. Very lucky timing!

someone please sell some shares? I can only get a quote to buy £1k worth. There are no shares available...just shows how this will fly when/if a farmout is signed.

had previously said early August for news expecting some delay as is standard with these things so I'd hope we hear in the next 3 weeks.

We get $200m for 33% of Liberator which will then be fully funded does that not value the 67% we retain at $400m NPV? At current exchange rates that’s around £300m or £7.50 a share. Are we likely to re-rate to that on a deal or am I misinterpreting?

much as i dont like the idea of dilution it must be the way to go as FM would have explored other options first. I would be surprised if FM did a share issue much below 50p as once BV figures are out we should be at 50p. If BM was valued correctly at around £1 we may not even need much dilution. If we need a raise for Mokopane I do hope FM utilises BV profits to expand production there to 10,000 mtv for $100m as he had previously mentioned. We could end up with 10,000+ mtv net to Bushveld at some point which at $60 a tonne profit would slap a $5b valuation on us at PE 8

Managed to offload half my holding at break even today. Holding the rest long term but will see if the share price tanks further towards 80p and ill buy back in. It really should be higher than £1 given the state of things but this is AIM so no news means a slow drop in price. I think first half August is most likely for the farm-in news so i might re-buy my stake towards end of July. If im too late and this flies I still have half my holding to profit from.

probably. I cant even sell 7000 shares in one go as it wont give me a quote. Surely there are buyers out there ready to take my shares if i wanted to sell??

Good to see someone else concerned about the state of the global market. Seems this thread is full of the most complacent permabulls on the planet that shoot you down if you mention the word 'recession'